TOP 30 Estate planning and administration in Houston, Texas

106 results found

Adam John Badeaux is an Associate Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, United States. Specializing in finance, Adam holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®, among others. With expertise in asset management, retirement planning, estate planning, and more, Adam provides comprehensive financial advice to individuals and small business owners. Partnering with clients to navigate complex financial decisions, Adam is dedicated to helping clients achieve their financial goals and secure their financial future.

Allen Baker - Financial Advisor at Ameriprise Financial Services, LLC, located at 1300 Hercules Avenue in Houston, Texas, is a finance institution offering a wide range of financial services. Allen Baker holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on ethical practices and comprehensive knowledge, Allen Baker is dedicated to helping individuals achieve their financial goals. Additionally, Allen Baker is a Certified Divorce Financial Analyst and a Certified Fund Specialist, demonstrating his specialization in financial planning for specific situations. Whether you are planning for retirement, managing investments, or navigating complex financial decisions, Allen Baker is a trusted advisor with the qualifications to guide you towards financial success.

Merrill Lynch Financial Advisor Patricia Wenzel, located at 800 Capitol Street in Houston, Texas, is a trusted finance institution dedicated to building strong relationships with clients. With a team of experienced advisors who have received recognition for their exemplary client service, Merrill Lynch is committed to helping individuals and families make important financial decisions. The institution offers personalized financial planning services, focusing on understanding each client's unique goals and priorities. Whether planning for retirement, saving for a home, or funding education, the team at Merrill Lynch works to turn financial goals into reality. The Wenzel Group specializes in tailoring retirement benefit plans for organizations, offering a range of services such as fiduciary governance, financial wellness programs, and advice on non-qualified deferred compensation plans. With a focus on helping clients achieve their financial aspirations, Merrill Lynch Financial Advisor Patricia Wenzel provides comprehensive financial solutions tailored to each client's needs.

David Moss is a Financial Advisor at Ameriprise Financial Services, LLC located at 1300 Hercules Avenue, Houston, Texas, United States. David Moss holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate David Moss's expertise in various financial planning areas including asset management, retirement planning, estate planning, investment management, risk management, and insurance products. David Moss is committed to providing comprehensive and specialized financial services to individuals, retirees, small business owners, and high net worth clients. Contact David Moss for expert financial advice and planning tailored to your specific needs.

Ashade & Associates is a virtual-based tax, bookkeeping, and consulting firm located at 1000 North Post Oak Road in Houston, Texas, United States. Founded by Tanishia Ashade, who holds a Bachelor of Science in Accounting and a Master of Public Administration specializing in Budgeting and Financial Management, the institution empowers small business owners to achieve financial structure and cut taxes by $10K-$50K with proven tax and accounting strategies. With over 15 years of experience, Mrs. Ashade is dedicated to helping individuals and business owners increase their financial confidence. The institution offers monthly bookkeeping packages using QuickBooks Online and other approved applications to keep books up to date, catering to real estate professionals and service-based small business owners. Their tax services are designed to save money by planning and applying legal tax strategies to maximize deductions and reduce income tax liabilities, providing support throughout the income tax season. Ashade & Associates is committed to providing peace of mind and financial strategy for small business owners.

Tax & Insurance is a trusted institution located at 1833 Bingle Road in Houston, Texas, offering expert services in accounting and finance. With a team of experienced professionals, we provide comprehensive solutions for tax preparation, insurance planning, and financial management. Whether you are an individual or a business owner, we are dedicated to helping you navigate the complexities of tax laws and insurance policies to ensure your financial well-being. Contact us today to schedule a consultation and let us assist you in achieving your financial goals.

True Professional Solutions LLC is a reputable institution located at 140 Cypress Station Drive in Houston, Texas, United States. Specializing in accounting, finance, and insurance services, our team of experts is dedicated to providing top-notch solutions to help individuals and businesses achieve their financial goals. With a focus on professionalism and reliability, we strive to deliver tailored strategies and personalized guidance to our clients. Whether you need assistance with tax preparation, investment planning, or insurance coverage, True Professional Solutions LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind.

Linares Income Tax is a reputable accounting and finance institution located at 647 Connorvale Lane in Houston, Texas, United States. Our experienced professionals provide expert guidance and services to individuals and businesses seeking assistance with their income tax needs. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Trust Linares Income Tax to handle your financial matters with professionalism and expertise.

Cutmytaxes is a premier tax consulting firm located at 2200 North Loop West in Houston, Texas. Our team of experienced tax professionals is dedicated to helping individuals and businesses minimize their tax liabilities and maximize their savings. We offer a wide range of services, including tax planning, preparation, and representation before the IRS. With our expert guidance and personalized approach, we strive to ensure that our clients pay only what they owe and nothing more. Trust Cutmytaxes to help you navigate the complex world of taxes and keep more of your hard-earned money in your pocket.

T.L. Mathews CPA, PC is a reputable accounting and finance institution located at 1803 West 43rd Street in Houston, Texas, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust T.L. Mathews CPA, PC for accurate and reliable financial advice and assistance.

Spain Price Reader & Thompson is a prestigious institution located at 5300 Memorial Drive in Houston, Texas. With a strong reputation for excellence in the legal field, the firm offers a wide range of services including litigation, corporate law, real estate, and more. Their team of experienced attorneys is dedicated to providing top-notch legal representation and personalized attention to each client. Whether you are in need of legal advice for your business or personal matters, Spain Price Reader & Thompson is committed to helping you navigate the complexities of the legal system with skill and expertise.

Lan Tran Services is a reputable institution located at 8441 Lanham Lane in Houston, Texas. Specializing in accounting, finance, and real estate services, Lan Tran Services offers professional expertise in managing finances, taxes, and real estate transactions. With a team of experienced professionals, the institution provides top-notch services to clients in the United States. Whether you need help with tax preparation, financial planning, or real estate investments, Lan Tran Services is dedicated to helping you achieve your goals.

McCarley's Tax & Financial is a reputable accounting and finance institution located at 12865 Gulf Freeway in Houston, Texas, United States. With a team of experienced professionals, we offer a wide range of services including tax preparation, financial planning, and consulting. Our goal is to provide our clients with personalized solutions to help them achieve their financial goals. Trust McCarley's Tax & Financial for all your accounting and finance needs.

Value Tax is a reputable finance institution located at 9441 Cullen Boulevard in Houston, Texas. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the area. With a focus on maximizing value for our clients, we offer expert advice and assistance with tax planning, preparation, and compliance. Trust Value Tax to help you navigate the complex world of taxes and ensure you are getting the most out of your financial situation.

TCC Taxes is a reputable accounting and finance institution located at 12712 West Lake Houston Parkway in Houston, Texas, United States. Our experienced team of professionals provides expert tax preparation, financial planning, and accounting services to individuals and businesses. With a commitment to accuracy and personalized service, TCC Taxes is dedicated to helping clients navigate the complexities of tax laws and financial management. Contact us today to schedule a consultation and see how we can help you achieve your financial goals.

Houstonian Services, Inc. is a reputable institution located at 2505 Washington Avenue in Houston, Texas, United States. With a commitment to providing top-notch services to the local community, Houstonian Services, Inc. offers a wide range of professional services to meet the needs of its clients. Whether you are in need of financial assistance, legal advice, or other professional services, the dedicated team at Houstonian Services, Inc. is here to help. Trust in their expertise and experience to guide you through any challenges you may be facing. Contact Houstonian Services, Inc. today to learn more about how they can assist you.